Investments
> Investment Options
> Cash & Mortgages
Cash & Mortgages Option, currently 5.85% p.a.^ 48hr access to funds*
No fees - trouble free!
Our Cash & Mortgages Option invests in Australia-based cash and mortgage assets. It offers competitive variable rates of return, monthly interest payments and access to your funds within 2 business days of written notice*.
Try comparing us to our competitors. You'll be suprised at what we can do for you.
- Variable returns paid monthly - interest calculated daily
- Funds available within 2 business days of written notice*
- No fees
- Personal service from our investment specialists
- The security of a manager with over 60 years experience
| OCR Benchmark |
4.25% |
| Outperformance |
1.60% |
|
Sector Allocation (%)
|
Geographic Allocation (%)
|
| Option Size |
$91.33m |
| Cash |
$51.55m |
| Term Deposits |
$20.00m |
| Mortgages |
$39.78m |
| Average LVR (%) |
61.95% |
| 1 month |
0.51% |
0.35% |
+0.15% |
| 3 months |
1.57% |
1.13% |
+0.44% |
| 6 months |
3.15% |
2.32% |
+0.84% |
| 1 year |
6.33% |
4.69% |
+1.64% |
| 2 yearrs per annum |
6.15% |
4.52% |
+1.62% |
| 3 years per annum |
5.90% |
4.11% |
+1.79% |
| 5 years per annum |
6.19% |
5.07% |
+1.12% |
| 0-6 months |
$12.71m |
32% |
| 7-12 months |
$10.98m |
28% |
| 1-3 years |
$6.82m |
17% |
| 3+ years |
$9.27m |
23% |
La Trobe Financial Asset Management Limited ABN 27 007 332 363 & LFS Licence No 222213 is the issuer and manager of the La Trobe Australian Mortgage Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make an investment decision. The PDS is available
here or by calling 1800 818 818.
^ The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund and may achieve lower than expected returns. Investors risk losing some or all of their principal investment.
* Withdrawal rights are subject to liquidity and may be delayed.
# Past performance is no guide to future performance.